Lesson 02: Case Management
Pega's case management capabilities are a cornerstone of its platform. They provide a structured approach to handling complex tasks, interactions, and processes, ensuring efficient and effective outcomes.
Core Components of Pega Case Management:
- Case Types: These define the structure and lifecycle of different types of cases, such as customer inquiries, claims, or projects.
- Work Parties: Individuals or groups involved in a case, each with specific roles and responsibilities.
- Assignments: The allocation of tasks to work parties based on predefined rules and criteria.
- Workflows: The sequence of steps and decisions that guide the progression of a case.
- SLA Management: Tracking and enforcing service level agreements to ensure timely resolution of cases.
- Reporting and Analytics: Providing insights into case performance, identifying bottlenecks, and measuring key metrics.
Benefits of Pega Case Management:
- Improved efficiency: Streamlining processes and reducing manual work.
- Enhanced customer satisfaction: Providing timely and accurate responses to customer inquiries and requests.
- Increased productivity: Empowering employees with the tools they need to work effectively.
- Better decision-making: Leveraging data and analytics to make informed choices.
- Enhanced compliance: Ensuring adherence to regulations and standards.